Providing guidance on investment strategies, asset allocation, and security selection.
Conducting fundamental and technical analysis of stocks, industries, and market trends to identify potential investment opportunities.
Identifying and mitigating potential risks in clients' investment portfolios.
Creating comprehensive financial plans, including budgeting, estate planning, and wealth transfer.
Educating clients on investing and helping them make informed decisions.
Providing clients with market commentary, news, and updates to help them stay informed.
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Devin Ryan consultancy offers a truly original investment model, that allows us to be incredibly flexible and creative when structuring our investment. Our investors are also highly experienced in their chosen fields and are often well-placed to offer insight into potential investments and occasionally take a more hands on role in our portfolio companies when such an opportunity arises.
My role as Connection Capital's Chief Investment Officer is to set and oversee our product strategies across our range of alternative asset offerings – in direct investments, co-investments and fund commitments.
I work in the direct investments team, where we source and support our portfolio companies through their full investment lifecycle.
I have enjoyed learning about the world of private equity and how it links into current affairs. The team have really helped me improve my knowledge around investments, and I am looking forward to gaining a greater understanding in this sector. In my role as a Client Services Assistant, my responsibilities range from helping integrate new client registrations to completing anti money-laundering procedures.
I have worked to develop and build our private debt offering for clients and investee companies. This exciting product presents a great opportunity for our clients to invest in interesting businesses and dynamic management teams, benefitting both from equity value enhancement and paid yield during the investment term
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